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<h1><span style="font-size:11.0pt;line-height:105%;font-family:"Arial",sans-serif"><img width="153" height="59" id="_x0000_i1025" src="cid:image002.png@01D9527D.1E0AE380"></span><span style="font-size:11.0pt;line-height:105%;font-family:"Arial",sans-serif"><o:p></o:p></span></h1>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">March 9, 2023<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">To:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Department Benefits Representatives<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">From:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Central HR Benefits Office on behalf of UC Office of the President<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Re:<o:p></o:p></span></p>
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<b><span style="line-height:110%;font-family:"Arial",sans-serif">Retirement Savings Program<span style="color:#1F497D"> -
</span>Return of Excess Plan Year 2022 Contributions</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="xdefault"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:windowtext">____________________________________________________________________________<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">DBRs: Please share this very important information via your internal department listserv.<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif">The deadline to process and refund any 2022 excess participant contributions from the UC Tax-Deferred 403b and/or 457(b) Deferred Compensation Plan is Tuesday, April
18, 2023.<span style="color:#1F497D"> </span>All properly submitted requests <b>
<u>MUST be received by UC Retirement Savings Program by</u></b><u> <b>Monday,</b>
<b>April 3, 2023</b></u> in order for Fidelity to meet the <b>distribution deadline of Tuesday, April 18, 2023. </b></span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif"> </span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif">Any participant who has over-contributed (exceeded the IRS limits) to either Plan must submit a
<b><a href="https://hr.ucr.edu/sites/default/files/2023-03/return_of_excess_fidelity_contributions_form.pdf">Return of Excess Contributions form</a></b><span style="color:#2E75B6">
</span>noting the specific Plan. The form must be completed, signed, enclosed with explanation and any supporting documentation, i.e. W2s, and then submitted to UC Retirement Savings Program<span style="color:#1F497D">
</span>(RSP) for review, approval, and submittal to Fidelity for processing. You may also contact Fidelity Retirement Services (<b>1-866-682-7787</b>) with any questions about completing the form. The form, along with any attachments, should be mailed or
<b>faxed (which is preferred for expedited processing and documentation of receipt by UCOP)</b> to:</span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><i> </i><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif">UC Retirement Savings Program</span></i><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif">P.O. Box 24570</span></i><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif">Oakland, CA 94623-1570</span></i><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif"> </span></i><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><b><i><span style="font-family:"Arial",sans-serif;color:black">SECURE</span></i></b><b><i><span style="font-family:"Arial",sans-serif;color:#1F497D">
</span></i></b><b><i><span style="font-family:"Arial",sans-serif">FAX: 1-510-291-9945</span></i></b><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><b><i><span style="font-size:9.0pt;color:#1F497D"> </span></i></b><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif">Please refer to the Summary Plan Document (SPD) at the link below for additional details regarding rules and regulations:</span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif"> </span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><a href="https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/ucrs/index.html"><span style="color:windowtext">https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/ucrs/index.html</span></a></span><span style="font-size:9.0pt"><o:p></o:p></span></p>
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